StoneShot is helping Marketers in the Institutional Asset Management space host many successful events for their clients.

Marketing Efficiencies
Manage more high-level marketing events, with less manpower.

Industry Adaptability
Work with a partner that understands your client relationships.

Client Experience
Give your clients the reporting they want, when they want it.

Change the way you do marketing with StoneShot

Keep clients engaged
Bring together your marketing and client servicing initiatives. Support Relationship Managers with highly personalized emails, events, videos, custom web portals and more.

Automate client reporting
Avoid having to manually distribute client reports. Create a personalized experience and track engagement.

Bring teams together with events
Create events that bring client and relationship teams together. Drive post-event webinars and track engagement down to each individual client.

Optimize your program using Industry trends and benchmarks
Measure yourself against other institutional marketers to see how your efforts stack up. Drill down by asset class and communication type.

Our clients